Beaird Harris Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23.5K | Buy |
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|
2025
Q2 | $11.9K | Buy |
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|
2025
Q1 | $8.98K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $190 | Hold |
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|
2023
Q1 | $181 | Hold |
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|
2022
Q4 | $175 | Sell |
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|
2022
Q3 | $734K | Hold |
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|
2022
Q2 | $754K | Sell |
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|
2022
Q1 | $926K | Hold |
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|
2021
Q4 | $1M | Buy |
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